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Rothschild Investment LLC’s IDEX IEX Stock Holding History

Rothschild Investment LLC’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$267K Hold
1,175
– – 0.01% 789
2026
Q1 		$223K Buy
1,175
+18
+2% +$3.55K 0.01% 634
2025
Q4 		$206K Buy
1,157
+1,102
+2,004% +$188K 0.01% 613
2025
Q3 		$8.95K Buy
55
+48
+686% +$8.11K ﹤0.01% 1486
2025
Q2 		$1.23K Sell
7
-1
-13% -$177 ﹤0.01% 2353
2025
Q1 		$1.45K Sell
8
-1
-11% -$199 ﹤0.01% 2107
2024
Q4 		$1.88K Buy
9
+5
+125% +$1.09K ﹤0.01% 1838
2024
Q3 		$858 Sell
4
-19
-83% -$3.83K ﹤0.01% 2276
2024
Q2 		$4.63K Buy
+23
New +$5.02K ﹤0.01% 1222

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Rothschild Investment LLC's IEX Position: Q2 2026 in Review

Rothschild Investment LLC held its IDEX (IEX) position steady in Q2 2026 at 1,175 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #789.

Rothschild Investment LLC first reported a position in IEX in Q2 2024 and has held it in 9 quarters since. 526 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Rothschild Investment LLC held 1,175 shares of IDEX worth $267K as of Q2 2026.
  • Rothschild Investment LLC left its IDEX share count unchanged in Q2 2026.
  • IDEX made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #789 holding.
  • Rothschild Investment LLC first reported a position in IDEX in Q2 2024 and has held it in 9 quarters since.
  • 526 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.